MDT macquarie ddr trust

P26 AFR Small Caps...Simon Marais (Orbis) reiterates his belief...

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    P26 AFR

    Small Caps...Simon Marais (Orbis) reiterates his belief that both MDT and CER are set to outperperform on the back of an improving US economy and that all the bad news is more than reflected in current prices.

    MDT trading at half its NTA and CER 35% discounted....

 
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